Client Advisor - ETF Distribution, Brazil & Southern Cone

Location: Sao Paulo, SP, Brazil

Job Family: Client Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in Latin America, offering innovative investment solutions to help clients achieve their financial goals. The Client Advisor - ETF Distribution, Brazil & Southern Cone role is pivotal in our Asset & Wealth Management division, focusing on expanding our exchange-traded fund (ETF) offerings in high-growth markets. Based in Sao Paulo, SP, Brazil, you will serve as a trusted advisor to institutional investors, financial advisors, and high-net-worth individuals, driving ETF adoption through personalized strategies that leverage JP Morgan's world-class research and product innovation. This position demands a blend of sales expertise, market insight, and client-centric service to capitalize on the region's increasing demand for diversified, cost-effective investment vehicles. In this role, you will engage directly with clients across Brazil and the Southern Cone (including Argentina, Chile, Uruguay, and Paraguay), conducting needs assessments to recommend suitable ETF portfolios that align with their risk profiles and objectives. You will collaborate closely with JP Morgan's global ETF team to deliver cutting-edge products, such as thematic and sustainable ETFs, while navigating local regulatory landscapes to ensure all interactions meet the highest standards of compliance and ethics. Key to success will be your ability to host educational events, analyze market trends, and track performance metrics to refine distribution strategies, ultimately contributing to JP Morgan's leadership in the ETF space. We value professionals who thrive in a fast-paced, collaborative environment and are passionate about empowering clients in emerging markets. Joining JP Morgan Chase means access to unparalleled resources, including advanced analytics tools and a network of experts, fostering your professional growth while you help shape the future of investment distribution in Latin America. If you have a proven track record in financial sales and a deep understanding of regional dynamics, this opportunity allows you to make a meaningful impact on clients' financial journeys.

Key Responsibilities

• Develop and maintain relationships with key clients in Brazil and the Southern Cone region to promote ETF products
• Identify and pursue new business opportunities in ETF distribution, targeting institutional and retail investors
• Provide tailored investment advice and product recommendations aligned with client needs and market conditions
• Collaborate with internal teams, including product specialists and compliance, to ensure seamless client service
• Conduct market analysis and prepare presentations on ETF strategies for client meetings and seminars
• Monitor regulatory changes in Brazil and Southern Cone countries to ensure compliant sales practices
• Achieve sales targets for ETF inflows and client acquisition while upholding JP Morgan's risk management standards
• Organize and participate in client events, webinars, and educational sessions on ETF investments
• Track client portfolios and provide ongoing support to optimize ETF allocations
• Report on sales performance, market insights, and client feedback to senior management

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 5 years of experience in financial sales, particularly in ETFs or investment products
• Proven track record in client relationship management within the financial services sector
• Fluency in Portuguese and English; Spanish proficiency is advantageous for Southern Cone markets
• Deep knowledge of Brazilian and Southern Cone regulatory environments for investment distribution
• Series 7 or equivalent licensing in investment advisory and sales
• Strong understanding of ETF products, market trends, and portfolio strategies

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with high-net-worth clients or institutional investors in Latin America
• Prior roles in ETF distribution or asset management at a major financial institution
• Familiarity with JP Morgan Chase's investment platforms and products
• CFA or similar professional certification

Required Skills

• Expertise in ETF products and investment strategies
• Strong client relationship building and management
• Excellent communication and presentation skills
• Proficiency in financial modeling and market analysis
• Knowledge of Brazilian financial regulations (e.g., CVM guidelines)
• Sales acumen and negotiation abilities
• Analytical thinking for portfolio optimization
• Cross-cultural sensitivity for Latin American markets
• Technical proficiency in CRM systems like Salesforce
• Risk assessment and compliance awareness
• Team collaboration and leadership
• Adaptability to dynamic market conditions
• Data-driven decision making
• Bilingual proficiency in Portuguese and English
• Strategic planning for business development

Benefits

• Competitive base salary with performance-based bonuses and commissions
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to JP Morgan's financial wellness resources
• Global mobility opportunities within JP Morgan Chase's network
• Wellness initiatives, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.